The Dow Jones Industrial Average lost nearly 800 points today, and the broader benchmark S&P 500 Index just posted its fifth straight weekly loss, marking its worst streak since 2022. The culprit is the war in Iran ...
Brutal. S&P 500 has lost -$4.8 TRILLION in market cap since US/Israel started bombing Iran one month ago. Tech stocks further collapsed 8-15% today alone. Recovery to this will likely be slow & bumpy--likely worse than March 2020 stock market collapse. But this one was Trump-made.
-- Eric Feigl-Ding (@drericding.bsky.social) Mar 27, 2026 at 4:08 PM
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@#9 ... The war in Iran sparks a global fertilizer shortage and threatens food prices ...
Not just fertilizer.
Also helium.
Yeah, I know, party balloons.
But helium is more important to the economy that those balloons.
Helium is needed in the manufacture of chips.
Why helium is essential to the future of semiconductor manufacturing (December2025)
www.innovationnewsnetwork.com
...Helium plays a critical role in semiconductor manufacturing, influencing both the quality and efficiency of chip production....
Global helium supply challenges and implications for the semiconductor industry
As the demand for semiconductors continues to surge, the challenges surrounding global helium supply have become increasingly pronounced.
The limited availability of helium is primarily due to the decline of natural gas fields that produce it as a byproduct, exacerbated by geopolitical tensions and economic factors affecting extraction and distribution.
These challenges pose serious implications for the semiconductor industry, potentially leading to increased production costs and delays in manufacturing timelines. Companies reliant on helium for critical processes may find themselves at a competitive disadvantage, prompting a need for strategic planning and sourcing alternatives as the industry navigates these supply hurdles. ...
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